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AFYCX vs VSMPX
AFYCX vs VSMPX Comparison
Open Charts AFYCX vs VSMPX
Bahl & Gaynor Income Growth C
Price$27.00
Change+$0.15 (+0.56%)
VolumeN/A
Net Assets1.82B
Vanguard Total Stock Mkt Idx Instl Pls
Price$307.36
Change+$1.29 (+0.42%)
VolumeN/A
Net Assets2.05T
AFYCX vs VSMPX Comparison Chart in %
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AFYCX vs. VSMPX commentary
Dec 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AFYCX is a Hold and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. AFYCX (1.82B). VSMPX pays higher dividends than AFYCX: VSMPX (1.12) vs AFYCX (0.86). AFYCX was incepted earlier than VSMPX: AFYCX (13 years) vs VSMPX (11 years). AFYCX (1.60) is less costly to investors than VSMPX (0.02). AFYCX is a more actively managed with annual turnover of: 21.00 vs. VSMPX (2.00). AFYCX has a lower initial minimum investment than VSMPX: AFYCX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.45 vs. AFYCX (1.76). VSMPX return over 5 years is better than : 77.28 vs. AFYCX (39.83).
| AFYCX | VSMPX | AFYCX / VSMPX | |
| Total Expense Ratio | 1.60 | 0.02 | 8,000% |
| Annual Report Gross Expense Ratio | 1.60 | 0.02 | 8,000% |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 10.913 | 15.521 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.82B | 2.05T | 0% |
| Annual Yield % from dividends | 0.86 | 1.12 | 77% |
| Returns for 1 year | 1.76 | 11.45 | 15% |
| Returns for 3 years | 19.15 | 64.49 | 30% |
| Returns for 5 years | 39.83 | 77.28 | 52% |
| Returns for 10 years | 126.37 | 213.44 | 59% |